-84.7%
CATO vs VT
+58.5%
-143.2%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.5% |
| 7D | -1.3% | +2.9% | -4.2% | -3.5% |
| 30D | -3.0% | -2.5% | -0.5% | -1.2% |
| 3M | -31.0% | -3.3% | -27.7% | -29.3% |
| 6M | -22.0% | +1.5% | -23.5% | -23.3% |
| YTD | -26.5% | +11.4% | -37.9% | -33.2% |
| 1Y | -38.0% | +11.9% | -49.9% | -43.8% |
| 3Y | -63.6% | +73.9% | -137.4% | -77.4% |
| 5Y | -84.7% | +57.9% | -142.6% | -89.4% |
| All | -84.7% | +58.5% | -143.2% | -89.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling